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MON 02 NOV 2026 · 164 new pieces this week

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A16Z
Databricks & the Future of the Firm↗
Databricks' lakehouse and lakebase architecture enable companies to unify data systems and deploy autonomous agents at scale, potentially reshaping…
makers + buildersParul Singh
7 Days to $100M, 5 Days to Free ↗
Decision models—a new AI category that makes bounded choices rather than generating text—launched at $100M revenue in a week, then got replicated for $95 in…
Obvious
From Software to Science: Venture Capital’s New Frontier is Atoms↗
Venture capital is shifting from software to physical technologies as AI collapses software development costs and the SaaS model loses defensibility; the…
IndustriesAllAI (Horizontal)Venture Capital & StartupsEnterprise SoftwareAI InfrastructureDeveloper ToolsEnergy & ClimateFintechManufacturing & IndustrialsCybersecurityRoboticsMarketing & Sales TechBanking & Capital MarketsSemiconductorsConsumer

Monday, 31 March 2025

27 pieces
Jamie Tomalin
Backing Ramp: B2C Forecasting Fixed
Jamie Tomalin
Backing Scan.com: Enabling Imaging-as-a-Service for Digital Health
Saastr
The First Wave of AI and GTM Speakers is Here for 2025 SaaStr Annual, May 13-15 in SF Bay!
Matthew Mandel
Bell’s Inequality
David Teten
SumZero: world’s largest community of investment professionals
Dash Media
Learning at the Speed of Light: A Conversation with Michael Moe
Ascend
Dispatch from the Desert: Human[X], Robotics, and the AI Power Shuffle
Pirate Wires · Mike Solana
Will Cultivated Meat Survive?
Madrona Ventures
Madrona’s 30-Year Journey That Has Just Begun
James Heath
Small Funds, Big Wins
James Heath
Small Funds, Big Wins
Ian's Blog: Nominal Returns · Ian Gutterman
The Tangled Web Nvidia Coreweaves
Net Interest · Marc Rubinstein
Silicon Valley Bank, Two Years On: An Interview with Steven Kelly
Sammy Abdullah
SaaS M&A Multiples through Q1 2025
Climate Tech VC
🌎 CoreWeave IPO’s jolt to power demand #239
The Micromobility Newsletter · Team M
Rivian Spins off Micromobility Startup “Also”
Radical VC
Reimagining how we interact with the Internet
Saastr
The #1 Thing That Makes Enterprise Customers See Value: A Great Dashboard
Not Boring · Packy McCormick
Hyperlegible 002: Utsav Mamoria
Deconstructor of Fun
The Power of Q5 and Retention: Lessons from SciPlay
InfoArbitrage · Roger Ehrenberg
A Venture Capital Approach to Medical Education
The Sociology of Business · Ana Andjelic
How to build a story map
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Floating Rate Income
Level VC
Brewing Better Builds with Workbrew
Saastr
Dear SaaStr: How Long Should a Sales Funnel Take from Start to Close?
European Tech Weekly
European Tech Weekly - Week 13 - 2025
Tomasz Tunguz · Tomasz Tunguz
Welcome, Bryan and Philip!

Sunday, 30 March 2025

11 pieces
Brian Sugar
Playing House: Why Entrepreneurs Build While Wantrepreneurs Perform
Chamath Palihapitiya · Chamath Palihapitiya
What I Read This Week…
Generative Value · Eric Flaningam
The Evolution of Marketplaces
Saastr
HubSpot’s Journey to The First $2 Billion in ARR: How Co-Founders Dharmesh Shah and Brian Halligan Scaled An SMB SaaS Giant
Saastr
Top SaaStr Posts and Pods of the Week: Wiz’s CRO; Procore’s CRO on AI in Vertical SaaS; and Selling Your Start-Up With Founder Collective
A Wealth of Common Sense · Ben Carlson
The 20% Rule
Fakepixels · Tina He
Above and below the LLMs
Alex Lazarow · Alex Lazarow
Fintech Meetup 2025 – Key Trends Shaping The Industry
Lenny's Newsletter
A better way to plan, build, and ship products | Ryan Singer (creator of “Shape Up,” early employee at 37signals)
Investing in AI · Rob May
Services-Systems Co-Design: The Lesson From Apple To Make AI Implementations Work
Saastr
Dear SaaStr: What’s The Toughest Skill to Learn to Scale in B2B?

Saturday, 29 March 2025

2 pieces
Lenny's Newsletter
🧠 Community Wisdom: Implementing Shape Up, maximizing your product coaching experience, finding your lane with a hands-on leader, and more
A16Z Crypto
Why DePIN matters
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